All-in-One Portfolio Manager for macOS

Rotki is a free macOS application built to help users keep tabs on investments and handle basic accounting tasks. It presents a clear, approachable interface that makes it easy to review holdings, follow balances, and keep an eye on overall financial health across different platforms.

Main capabilities

  • Real-time value updates so your portfolio reflects market changes as they happen
  • Support for a variety of asset types, catering to mixed strategies and diverse holdings
  • Account-level analytics and historical performance tracking to help evaluate progress over time
  • Exportable, detailed reports for deeper analysis or record-keeping
  • Simple, intuitive controls designed for everyday users on macOS

Reporting and insights

Rotki provides in-depth views of individual accounts and consolidated summaries, enabling users to analyze returns, fees, and asset allocation trends. The reporting tools simplify spotting performance patterns and assembling the paperwork needed for bookkeeping or review.

Alternative options

  • Aloha Browser — Free (listed as a suggested alternative)
  • Other web-based portfolio trackers and desktop tools available if you need different platforms or additional integrations

Why it’s useful

For users wanting a straightforward way to consolidate holdings and generate reports without a steep learning curve, Rotki is a convenient choice. Its combination of live updates, multi-asset support, and account-level visibility helps simplify routine financial tracking and decision-making.

Technical

Title
Rotki
Requirements
  • Mac
Language
No language has been specified.
Available languages
License
  • Free
Latest update
2025-12-28
Author
rotki
Other Useful Business Software
Forever Free Full-Stack Observability | Grafana Cloud Icon
Forever Free Full-Stack Observability | Grafana Cloud

Our generous forever free tier includes the full platform, including the AI Assistant, for 3 users with 10k metrics, 50GB logs, and 50GB traces.

Built on open standards like Prometheus and OpenTelemetry, Grafana Cloud includes Kubernetes Monitoring, Application Observability, Incident Response, plus the AI-powered Grafana Assistant. Get started with our generous free tier today.
Create free account
Rate This App
Login To Rate This App

User Reviews

Be the first to post a review of Rotki!